News and Commentary
People & Purpose
Veterans Day BBQ 2025
We’re so grateful to everyone who came out to our BBQ on Saturday, November 8th to celebrate Veterans Day with us!
A Wine Tour of Italy at Total Wine | April 16th, 2025
We experienced the artistry of Italian winemaking with a curated tasting of classic varietals from renowned regions across Italy.
Veterans Day BBQ 2024
Thank you to everyone who joined us on Saturday, November 9th for our annual client BBQ in celebration of Veterans Day!
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
May 04, 2026
529 Plans Continue to Evolve: Here’s What Families Need to Know in 2026
In recent years, legislative changes have expanded how 529 plans can be used—making them more flexible and relevant for a wider range of education and financial planning needs.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
April Investment Perspectives
Our Investment Strategy Group examines how geopolitical tensions are influencing oil prices and market dynamics. The report also explores opportunities in emerging markets and reinforces the importance of staying focused on long-term fundamentals.
Remaining Disciplined During Market Downturns
Investors who remain committed to their financial goals in the face of short-term market turbulence may ultimately benefit.
Tips for Leveraging 529 Education Savings Plans
You’re proud of the children in your life. And you may want to reward them with one of the best gifts you can give — supporting their education.
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.
